Accounting System Set-up
With our cloud-based systems, send digital invoices, make electronic payments, and manage client and vendor documents from anywhere, at any time.
Paper-free and hassle-free.
• What this includes
Get top-tier, industry-leading cloud-based accounting system
Get set up with top-tier, industry-leading cloud-based software like QuickBooks Online and Dext for robust accounting solutions.
Connect seamlessly with industry software
Integrate seamlessly with specialized software tailored to your industry, such as Jobber, Procore, and others.
New technology when it makes sense
We identify opportunities for new technology that improve your workflow and enhance your processes.
Tailored training for your team
We develop customized onboarding plans for different departments and team members to swiftly adapt to new processes and technologies, ensuring cohesive implementation across the board.
Streamline operations
We collaborate with your team to optimize financial workflows and ensure seamless integration of the new systems for enhanced performance.
• Other ways we can help
Controllership & CFO Services
Full-service financial strategy and operations without the overhead.
Bookkeeping & Payroll Services
Put the time-consuming paperwork on our plates and streamline your financial affairs
Our Process
In just a few steps, you’ll be up and running.
• Step 1: Fill out the contact form
We’ll get back to you within 24-48 hours and get a free discovery call scheduled.
• Step 2: Discovery Call
We’ll discuss the current state of your financial operations and see if we’re a good fit for each other.
• Step 3: Proposal
After analyzing your needs, we’ll send a customized proposal for you to review.
• Step 4: Onboarding
After the proposal has been approved and signed off, you and your team members will be guided through a clear and effective onboarding process, orienting everyone to the system.
• Step 5: Systems are set and ready to go!
You’ll get ongoing support through regular check-ins and performance reviews, adjusting where we can to ensure your business is as profitable as possible.